Hybrid Operations Specialist: Client Service & Process

ARS Wealth Advisors; Saint Petersburg (FL); Hybrid; USD 50,000 - 70,000; Full time

Job summary

ARS Wealth Advisors in Saint Petersburg, FL is hiring an Operations Specialist for a full-time hybrid role. You will support daily operational processes, including account setup, maintenance, documentation, data entry, and workflow tracking.

You will coordinate with advisors, custodians and partners to ensure timely execution of client transactions and service requests, while focusing on quality control and a smooth client experience.

Qualifications

• Analytical skills with attention to detail and problem solving in financial data/systems.
• Clear written and verbal communication; ability to collaborate with internal teams and external partners.
• Experience supporting advisors with client onboarding, materials prep, and smooth client experience.

Responsibilities

• Support daily operational processes including account setup, maintenance, documentation, data entry and workflow tracking.
• Coordinate with advisors, custodians and partners to ensure accurate and timely client transactions and service requests.
• Monitor deadlines, resolve discrepancies, and maintain client records; support process improvements and technology enhancements.
• Assist with reporting, quality control and creating/refining procedures to ensure consistent client service.

Skills

Analytical skills

Communication skills

Sales support

Operations management

Project management

Experience in financial services

Tools

Microsoft Office

CRM systems

Job description

ARS Wealth Advisors in Saint Petersburg, FL is hiring an Operations Specialist for a full-time hybrid role. You will support daily operational processes, including account setup, maintenance, documentation, data entry, and workflow tracking.

You will coordinate with advisors, custodians and partners to ensure timely execution of client transactions and service requests, while focusing on quality control and a smooth client experience.